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Bull Oak Capital, LLC: IBIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bull Oak Capital, LLC on IBIT, newest first. How the timeline and the estimate are built.

Bull Oak Capital, LLC held 100,750 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,750 shares
    Change vs previous 13F +20,967 shares

    1.12% of the 13F portfolio, value $3,353,968.

    13F-HR 0001824263-26-000004 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 79,783 shares
    Change vs previous 13F +4,381 shares

    1.18% of the 13F portfolio, value $3,065,263.

    13F-HR 0001824263-26-000003 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 75,402 shares
    Change vs previous 13F +5,798 shares

    1.53% of the 13F portfolio, value $3,743,709.

    13F-HR 0001824263-26-000001 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 69,604 shares
    Change vs previous 13F +1,082 shares

    1.92% of the 13F portfolio, value $4,524,260.

    13F-HR 0001824263-25-000008 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 68,522 shares
    Change vs previous 13F -66,128 shares

    1.91% of the 13F portfolio, value $4,194,208.

    13F-HR 0001824263-25-000002 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 134,650 shares
    Change vs previous 13F +9,924 shares

    3.44% of the 13F portfolio, value $6,302,978.

    13F-HR 0002054264-25-000012 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 124,726 shares
    Change vs previous 13F +101,030 shares

    3.68% of the 13F portfolio, value $6,616,708.

    13F-HR 0001824263-25-000001 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,696 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $856,138.

    13F-HR 0001824263-24-000005 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).